Tax Preparation and Tax Planning


Tax Preparation – You will be guided down a “tax minimization” path, with the goal of keeping your taxes as low as legally possible.

Tax Planning - Tax Planning is key to making good decisions and reducing unwanted surprises.  Our goal is to listen to your needs and develop a Tax Planning strategy.

IRS/NYS Inquiries and Audits – We are available to respond to IRS audits and inquiries on your behalf

Tax Questions?  We are here to help you, and just a phone call away. Please call us throughout the year with tax questions.  We do not charge fees to answer a quick question, or to provide a helpful tip.


Click Here For Our Complimentary Tax Preparation and Planning Forms

Website Design For Financial Services Professionals | Copyright 2018 All rights reserved